First Western Trust Bank’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.37M Sell
8,089
-60
-0.7% -$47.3K 0.29% 26
2025
Q1
$5M Sell
8,149
-652
-7% -$400K 0.24% 34
2024
Q4
$5.53M Sell
8,801
-357
-4% -$224K 0.26% 29
2024
Q3
$5.69M Sell
9,158
-1,102
-11% -$684K 0.26% 34
2024
Q2
$6.74M Sell
10,260
-1,835
-15% -$1.21M 0.32% 27
2024
Q1
$7.86M Sell
12,095
-618
-5% -$402K 0.36% 26
2023
Q4
$7.95M Sell
12,713
-617
-5% -$386K 0.4% 24
2023
Q3
$6.81M Sell
13,330
-257
-2% -$131K 0.37% 30
2023
Q2
$6.23M Buy
13,587
+86
+0.6% +$39.4K 0.3% 33
2023
Q1
$6.02M Buy
13,501
+293
+2% +$131K 0.31% 35
2022
Q4
$5.14M Sell
13,208
-183
-1% -$71.2K 0.3% 35
2022
Q3
$5.19M Buy
13,391
+679
+5% +$263K 0.35% 35
2022
Q2
$4.95M Sell
12,712
-749
-6% -$292K 0.33% 39
2022
Q1
$6.35M Buy
+13,461
New +$6.35M 0.33% 39